financial planner Stoke-on-Trent, England
Job description
Location
Salary
Posted on
Reference
Stoke on Trent
£18000 - £23000
14/07/2023
NJR13861
DESCRIPTION
IFA Administrator/PA
Salary: 18,000 - 23,000 + excellent benefits!
Location: Stoke on Trent
NJR Recruitment are currently working with an Award-Winning Chartered Accountancy & Financial Advising Practice in the Stoke on Trent. Offering high quality Financial Advice to both individuals and businesses, our client is now looking for an Administrator to work directly with the experienced IFA Administrators & Paraplanners.
Purpose of the role:
The aim of this role is to ease the pressure on the existing Administrators and Paraplanners and ensure that all new and ongoing client review meeting packs are prepared correctly and are ready for each review.
Key Skills and Responsibilities:
" Obtaining accurate policy information and valuations from a variety of provider platforms and across all a general pensions and investment products
" Sending out reports, preparing paperwork, completing applications, process new business and ensure everything done.
" Producing fund comparison reports using FE Analytics
" Producing client letters and documentation
" Ensuring all regulatory paperwork is present and correct including LOA's, AML documents, risk questionnaires and fact finds
" Data entry onto the back-office system along with maintaining accurate client records.
" Review process - print off monthly lists, make appointments, meeting prep.
" Adding tasks to teams.
" Day to day client queries.
" Review leads/prospects with adviser.
" Withdrawal letters plus other basic advice letters
" Managing your own workload in accordance with the Advisers diaries
" Assisting in any other administration duties as required to help your colleagues
What's in it for you?!
" 25 days holiday plus bank holidays
" Flexible working hours
" Fully funded financial services exams
" Health MOTs
" Community and Environmental work
Our Client is looking to recruit someone who either has experience of working within Banking, Accountancy or from a Provider background. Those applying will be passionate about working within Financial Planning - you will have excellent communication skills and a very strong worth ethic.
NJR 13861
